Welcome and introduction, 10:00-10:05, Andy Parsons, Insight Manager Funds and DFM, Defaqto

CPD Learning session 1 10:05-10:30
Andy will take advisers through the upcoming 2024 trends and challenges, as well as the a review of 2023. Part 1, presented by Andy Parsons, Insight Manager Funds and DFM, Defaqto.
Learnign objectives:
Reviewing the changes and challenges for advisers during 2023

CPD Learning session 2 10:30 – 10:55
Living longer… and prospering, presented by Lucie Majstrova, Product Specialist, Baillie Gifford.
The purpose of this session is to explore options for building a robust retirement income. We will emphasise the importance of focusing on income growth to counteract the impact of inflation on retirees’ lifestyle. And we will explain how to build an investment strategy that allows them to balance between maximising income today and growing it over time.
Learning objectives:
Assess the options available to those approaching retirement today
Explain the benefits of focusing on long-term income growth, as opposed to short-term yield
Demonstrate how to use a multi asset approach to deliver income that can keep pace with inflation

CPD Learning session 3 10:55 – 11:20
The Macro Perspective as Bottom-Up Investors, presented by James Mee CFA, Co Head of Multi-asset Strategies, and Peter Stewart, Strategic Account Manager, Waverton
James will examine the opportunities we are seeing across global bond, equity and alternatives markets from our perspective as active and direct investors. 
In the post-Covid world of higher inflation and interest rates, we strongly believe active management will add value. Indeed, the market dislocation caused by the 'Magnificent 7' affords us opportunities to buy high-quality companies at a very realistic valuation that offer strong risk adjusted returns on a three-to-five-year time horizon. Higher discount rates make stock selection far more important, and we are now coming into a period where companies are going to need to start refinancing at much higher rates. This will be one of the factors that will sort out the wheat from the chaff.
Learning objectives:
To understand the outlook for interest rates and inflation
To understand the benefits of company engagement and bottom up analysis when constructing multi-asset portfolios
To understand the outlook for investment markets in 2024 and beyond

Joint Q&A with Waverton and Baillie Gifford 11:20 - 11:30
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